See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,079 | $189,613-64.6% | $167,512-60.0% | $142,382-52.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 76.65% | 2024.68%-1948.0pp | 1615.79%-1539.1pp | 217.08%-140.4pp |
| Employer contribution / active EE | $7,340 | $4,349+68.8% | $3,882+89.1% | $4,299+70.7% |
| Participant deferral / active EE | $9,207 | $6,981+31.9% | $6,405+43.8% | $6,507+41.5% |
| Admin fee / account holder | $1,276 | $10,528-87.9% | $9,769-86.9% | $12,624-89.9% |